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Ipswich, Suffolk
Administrative assistant
Financial Planning Administrator

Financial Planning Administrator

Meraki Talent Limited

Posted 12 hours ago, valid for 15 days

Ipswich, Suffolk IP15BH, England

Full Time

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Sonic Summary

Meraki Talent is seeking a Financial Planning Administrator for a permanent role within their Financial Services client.
The position involves providing administrative support to the Financial Planning team, assisting with client onboarding, and producing various client reports.
Candidates should have experience in Financial Services, preferably in Financial Planning or Wealth Management, along with a solid understanding of the Financial Planning process.
The role requires strong accuracy and attention to detail, with a background in administrative, operational, or client-facing roles being advantageous.
Salary details are not specified, but candidates are expected to have relevant experience in the field.

Financial Planning Administrator

Permanent

Meraki Talent’s Financial Services client are looking for a Financial Planning Administrator to join their team.

Responsibilities of the Financial Planning Administrator:

-Provide administrative support to the Financial Planning team

-Assist with new client onboarding and account management/maintenance

-Produce a range of client reports, valuation statements, portfolio overviews

-Prepare information for client reviews and meetings

Background of the Financial Planning Administrator:

-Experience working in Financial Services, preferable Financial Planning/Advice or Wealth Management

-An understanding of the Financial Planning/Advice process

-Administrative, Operational, or Client facing exposure within Financial Services

-Strong accuracy and attention to detail

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